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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2051
Independent Wealth Network
Iowa
$355K +$16.7K +90 +6%
CT
2052
Colonial Trust
South Carolina
$355K +$1.85K +10 +0.6%
RBFC
2053
Roman Butler Fullerton & Co
Missouri
$355K +$268K +1,444 New
DA
2054
Detalus Advisors
Missouri
$353K +$6.85K +37 +2%
IA
2055
Inspire Advisors
Idaho
$352K -$3.89K -21 -1%
OPW
2056
Osprey Private Wealth
New York
$352K – – –
MFC
2057
Morris Financial Concepts
South Carolina
$352K -$3.52K -19 -1%
JCFM
2058
JBR Co Financial Management
Oklahoma
$350K -$58.7K -317 -17%
TWM
2059
Tanager Wealth Management
United Kingdom
$350K -$51.9K -280 -15%
SDWIA
2060
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K – – –
SB
2061
Simmons Bank
Arkansas
$349K – – –
CCAM
2062
Cascades Capital Asset Management
North Carolina
$348K -$286K -1,542 -50%
MHC
2063
Meyer Handelman Company
New York
$348K – – –
NCM
2064
Novare Capital Management
North Carolina
$347K +$2.78K +15 +1%
SPI
2065
Sutton Place Investors
New York
$347K +$2.78K +15 +1%
WA
2066
Westfuller Advisors
New York
$345K +$741 +4 +0.3%
LSA
2067
Lion Street Advisors
Texas
$345K -$223K -1,202 -44%
PMG
2068
ProVise Management Group
Florida
$344K +$5.19K +28 +2%
AWA
2069
Alta Wealth Advisors
Massachusetts
$344K -$56.5K -305 -17%
EPM
2070
Elm Partners Management
Pennsylvania
$342K +$280K +1,511 New
LTI
2071
Laffer Tengler Investments
Tennessee
$342K +$280K +1,511 New
IIC
2072
Integrated Investment Consultants
Michigan
$342K +$3.71K +20 +1%
WRPWM
2073
Werba Rubin Papier Wealth Management
California
$342K -$14.8K -80 -5%
GFG
2074
Goldstone Financial Group
Illinois
$340K +$268K +1,449 New
ICA
2075
Infrastructure Capital Advisors
New York
$340K +$278K +1,501 New